Edit, close, archive, or delete a survey

• Director
• Admin
• Needs: Surveys
• School setting: Surveys
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Surveys permission. A director grants it under Manage School → Staff → Permissions.
• Your school must have Surveys turned on. It's a school setting, ask your director.

What you can change depends on the survey's status, shown as a badge in the survey list: Draft, Scheduled, Active, Completed, Cancelled, or Archived.

Before you start

• Finish Create a survey first.

Edit a draft

1. Open Toolkit, tap Survey, and tap a Draft survey. It opens in the editor.
2. Make your changes. They save automatically when you change steps or leave.

Edit questions on an active survey

1. Open the survey and choose the Questions tab.
2. Tap Edit Questions, make your changes, then tap Exit Edit Mode. Changes reach families right away.

Only regional managers and above can edit an active survey.

Close a survey

1. Open a Scheduled or Active survey and tap ⋯ at the top.
2. Tap Close Survey and confirm. No more responses are accepted, and the survey moves to Cancelled.

   Screenshot coming soon01 · /surveys

   The survey menu with Send Reminder and Close Survey

Archive a survey

• Open a Completed or Cancelled survey, tap ⋯, and tap Archive. Find it later under the Archived chip.

Delete a draft

• Swipe a Draft survey in the list and tap Delete, or open it and choose ⋯ → Delete Survey. This cannot be undone. Launched surveys can be closed or archived but not deleted.

Tips

• A lock icon in the list means the survey cannot be edited. Use Copy from Existing to start a new one from it.